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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: A recent article by Thane Stenner in ROB suggests private equity as a natural hedge to swings in public equity and that the "smart money" which he implies is High Net Worth individuals are shifting more assets to private from public. For someone who is presently an aspiring member to the HNW club what would you suggest to participate in this area? I am currently holding both OCX and BAM, and looked at CVG (too illiquid), all of which have some fingers in this pie. Thanks, J.

link to article:
http://www.theglobeandmail.com/globe-investor/investment-ideas/high-net-worth-investors-taking-cautious-approach/article29775556/
Read Answer Asked by Jeff on May 13, 2016
Q: Hi, I'm interested in adding private equity to my portfolio for diversification purposes. I was thinking 5 percent of the porfolio. Is this an okay percentage? And what would you recommend for this? I was thinking OCX. Should I put the whole 5 percent in that name or what would you suggest for another name or two and what percent of the 5 in each?
Read Answer Asked by Carla on March 17, 2016
Q: Hi Team,

I have been researching these three names as alternative investments. My objective is to find one or more companies that will not behave (or correlate) the same as my otherwise well-diversified portfolio made up of equities (growth and income), bonds and bullion-related holdings.

Can you please pick your preference of the three noted and briefly explain your choice? Dock credits accordingly please.

Thanks very much.

Michael
Read Answer Asked by Michael on February 18, 2016
Q: What metrics should one use to evaluate this company? The ones available are confounding: forward PE of 243, -75% ROE yet it trades at an all time high (impressive given current conditions). Revenue and Earnings growth doesnt seem that impressive. Is it good value here and if so based on what measure? Would BAM be a comparable company, which is better value? Finally, would you rank OCX as an A or B company? Thank-you.
Read Answer Asked by Albert on August 20, 2015
Q: Considering selling my holdings of Alaris Royalty (AD)to fund purchase of Onex (OCX). Considerations: AD - smaller, quasi private equity company with good dividend and capital gain consideration vs. OCX - larger cap, established, pure private equity play with small dividend. On a go forward basis , which would you choose as long-term hold?
Thank-you.
Read Answer Asked by William on August 24, 2014
Q: Hi Peter and Team --

I read, with great interest, your response to Wendy regarding the ONEX Corporation --OCX. I searched through the archives to find that you've answered three questions on this corporation in the last 12 months and each time you spoke of it in the most glowing terms.

I am certainly intrigued by your enthusiasm in this company -- and the next step begs the question: Would you consider preparing a report on this company? As an addendum to that thought, for whom would this stock be appropriate in a portfolio? What sort of risk tolerance would this company require, given the nature of the cyclicality that you speak of.

Thanks so much!

I'm one month new in my membership here, and I'm telling you now ... I'm a lifer, from here on in! I'm recommending membership to anything that moves. My cat may be signing up next. Great work!

Read Answer Asked by Sylvia on November 30, 2013
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